Prio Wealth Limited Partnership’s Aon AON Stock Holding History

Prio Wealth Limited Partnership’s Portfolio AON Stock Details AON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-3,050	Closed	-$340K	–	238
2016 Q4	$340K	Hold	3,050	–	–	0.02%	194
2016 Q3	$343K	Hold	3,050	–	–	0.02%	202
2016 Q2	$333K	Hold	3,050	–	–	0.02%	198
2016 Q1	$318K	Hold	3,050	–	–	0.02%	206
2015 Q4	$281K	Hold	3,050	–	–	0.02%	218
2015 Q3	$270K	Hold	3,050	–	–	0.02%	218
2015 Q2	$304K	Hold	3,050	–	–	0.02%	217
2015 Q1	$293K	Hold	3,050	–	–	0.01%	216
2014 Q4	$289K	Hold	3,050	–	–	0.01%	216
2014 Q3	$267K	Hold	3,050	–	–	0.01%	217
2014 Q2	$274K	Hold	3,050	–	–	0.01%	217
2014 Q1	$257K	Hold	3,050	–	–	0.01%	224
2013 Q4	$255K	Hold	3,050	–	–	0.01%	232
2013 Q3	$227K	Buy	+3,050	New	+$209K	0.01%	240

Other funds holding AON

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return